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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,832 | $138,114+86.7% | $125,391+105.6% | $134,545+91.6% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -17.65% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,364 | $5,246-74.0% | $4,816-71.7% | $4,742-71.2% |
| Participant deferral / active EE | $3,440 | $7,801-55.9% | $7,448-53.8% | $6,401-46.3% |
| Admin fee / account holder | $1,212 | $11,570-89.5% | $10,009-87.9% | $11,431-89.4% |